See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,394 | $165,335-97.9% | $149,696-97.7% | $158,922-97.9% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 88.51% | 348.15%-259.6pp | 276.60%-188.1pp | 302.83%-214.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $706 | $7,181-90.2% | $6,842-89.7% | $5,982-88.2% |
| Admin fee / account holder | $810 | $10,807-92.5% | $9,309-91.3% | $11,246-92.8% |